Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Backed by Lightspeed.
About the role
Webull is looking for a driven professional to join its rapidly expanding Institutional team. In this role, you’ll have the opportunity to partner with introducing brokers, banks, hedge funds, and financial advisors, delivering best-in-class service and helping them succeed on our platform. Together, we aim to build lasting partnerships and create a seamless client experience while driving the growth of our global products and services. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Act as the primary client service lead for Webull’s institutional clients—introducing brokers, hedge funds, asset managers and financial advisors
- Provide expert support and resolution for inquiries related to accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and more
- Manage seamless coordination and escalations across internal teams, including trading operations, compliance, tech, and product, ensuring timely resolution and clear communication
- Deliver onboarding support for new institutional clients, including system walkthroughs, documentation, training, and post-launch follow-up
- Drive system implementation and process automation initiatives to improve how institutional client requests and service workflows are tracked, routed, and resolved
- Design and build scalable operational workflows and service infrastructure to support institutional client growth
More about this role
About The Role & Team
Webull is looking for a driven professional to join its rapidly expanding Institutional team. In this role, you’ll have the opportunity to partner with introducing brokers, banks, hedge funds, and financial advisors, delivering best-in-class service and helping them succeed on our platform. Together, we aim to build lasting partnerships and create a seamless client experience while driving the growth of our global products and services.
In This Role, You Will
- Act as the primary client service lead for Webull’s institutional clients—introducing brokers, hedge funds, asset managers and financial advisors.
- Provide expert support and resolution for inquiries related to accounts, trades, margin, funding, asset transfers, statement reconciliation, corporate actions, and more.
- Manage seamless coordination and escalations across internal teams, including trading operations, compliance, tech, and product, ensuring timely resolution and clear communication.
- Deliver onboarding support for new institutional clients, including system walkthroughs, documentation, training, and post-launch follow-up.
- Drive system implementation and process automation initiatives...
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